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Portfolio (Quarterly) Guide ↗

CIBC Asset Management Inc

· CIK 0001021926
13F Portfolio $45.6B AUM 1,428 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 170 New 438 Added 616 Reduced 114 Exited
Page 11 of 72  ·  1,428 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CI THE CIGNA GROUP Healthcare 108,929.0 $30.0M 0.07% +40K +58.3% $275.68 +1.0%
202 MPWR MONOLITHIC PWR SYS INC Technology 21,551.0 $29.8M 0.07% +1K +5.7% $1382.36 -3.6%
203 DASH DOORDASH INC Communication Services 161,413.0 $29.8M 0.07% -1K -0.7% $184.53 +17.2%
204 KMI KINDER MORGAN INC DEL Energy 927,965.0 $29.7M 0.07% +51K +5.9% $31.97 +2.8%
205 VMC VULCAN MATLS CO Basic Materials 100,065.0 $29.5M 0.07% -1K -1.2% $295.00 -7.9%
206 COF CAPITAL ONE FINL CORP Financial Services 146,782.0 $29.4M 0.07% -38K -20.4% $200.62 +10.4%
207 ITW ILLINOIS TOOL WKS INC Industrials 107,445.0 $29.1M 0.06% -8K -6.9% $270.47 +5.2%
208 AQN ALGONQUIN POWER & UTILITIES Utilities 4,764,192.0 $28.7M 0.06% +517K +12.2% $6.03 -4.0%
209 ACN ACCENTURE PLC IRELAND Technology 230,090.0 $28.6M 0.06% +66K +40.4% $124.39 +39.0%
210 HWM HOWMET AEROSPACE INC Industrials 105,874.0 $28.5M 0.06% +10K +10.3% $268.86 +8.8%
211 BCE BCE INC Communication Services 1,309,245.0 $28.2M 0.06% $21.50 +8.6%
212 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 71,829.0 $27.8M 0.06% +13K +22.3% $386.73 +3.0%
213 AEE AMEREN CORP Utilities 245,039.0 $27.7M 0.06% +73K +42.0% $113.04 -3.0%
214 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 224,751.0 $27.7M 0.06% -15K -6.2% $123.07 +26.9%
215 PCAR PACCAR INC Industrials 229,963.0 $27.6M 0.06% +1K +0.5% $120.12 +6.6%
216 ABNB AIRBNB INC Consumer Cyclical 190,243.0 $27.2M 0.06% +13K +7.1% $143.10 +28.1%
217 WBD WARNER BROS DISCOVERY INC Communication Services 1,016,616.0 $27.1M 0.06% -13K -1.2% $26.66 +6.8%
218 LITE LUMENTUM HLDGS INC Technology 31,520.0 $27.0M 0.06% +14K +82.8% $858.06 +1.8%
219 WEC WEC ENERGY GROUP INC Utilities 229,915.0 $26.8M 0.06% +18K +8.4% $116.77 -4.9%
220 CMI CUMMINS INC Industrials 37,639.0 $26.8M 0.06% +2K +4.2% $713.21 -13.0%
Page 11 of 72  ·  1,428 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 25.1%
Technology 24.3%
Energy 9.7%
Basic Materials 8.5%
Industrials 7.2%
Communication Services 6.2%
Consumer Cyclical 6.0%
Healthcare 5.7%
Consumer Defensive 3.1%
Utilities 2.8%